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you need to invest in r & d and technology. spinning out has allowed to us do that. >> now, there is an uneven way that you made your quarter in that we saw some core prep growth lower than historical but terrific ticks up in procedural segments. is this a lumpy thing that will be smoothed over overtime or will the next quarter be a very tough comparison? >> we had a really good quarter that was bit on the successes overs last couple years. core prep was growing in the mid single digits. where you saw was across all of procedure solutions we saw an uptick after a very challenging year that we were reorganizing and reshaping that side of of the business. weep saw great strength in the infusion business and we saw a little bit of a slow down in our dispensing business but it was for the right reasons. it's because we're in the saddle in between the introduction of a new and leap frogging type of technology into the dispensing market so some of our customers have decided to lease from us for a while before upgrading to the new tec
you need to invest in r & d and technology. spinning out has allowed to us do that. >> now, there is an uneven way that you made your quarter in that we saw some core prep growth lower than historical but terrific ticks up in procedural segments. is this a lumpy thing that will be smoothed over overtime or will the next quarter be a very tough comparison? >> we had a really good quarter that was bit on the successes overs last couple years. core prep was growing in the mid...
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sector analysis is particularly important in technology, because people confuse this gigantic group of stocks which comprises more than 50% of the s&p 500 constantly. tech is actually an agglomeration of a whole group of sectors. semiconductors, disk drive, personal computers, large scale enterprise hardware makers, cell phones, tech, telecommunications tech, assemblers. each has a separate growth rate and i like to look at the growth rates of the companies i follow versus the individual slices of the sectors. because the sector growth rate doesn't work even though people keep trying to use it. cloud stocks are highly valued, meaning their price to earnings to growth rates are extreme. that means no room for error or hair as we call it, meaning something's wrong. salesforce reported a magnificent quarter. but the guidance for the billings was lighter than i was hoping. the stock immediately got pancaked and stayed ugly for a why? because it underperformed its portion of the technology sector even as its growth rate would have been outstanding for a personal computer related stock or a
sector analysis is particularly important in technology, because people confuse this gigantic group of stocks which comprises more than 50% of the s&p 500 constantly. tech is actually an agglomeration of a whole group of sectors. semiconductors, disk drive, personal computers, large scale enterprise hardware makers, cell phones, tech, telecommunications tech, assemblers. each has a separate growth rate and i like to look at the growth rates of the companies i follow versus the individual...
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Feb 7, 2013
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you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the markets brightest mind at your disposal. so what are you waiting for? e-mail or tweet your most pressing questions around stay tuned to see if they get answered on the air. ♪ [ cows moo ] [ sizzling ] more rain... [ thunder rumbles ] ♪ [ male announcer ] when the world moves... futures move first. learn futures from experienced pros with dedicated chats and daily live webinars. and trade with papermoney to test-drive the market. ♪ all on thinkorswim. from td ameritrade. >>> jim cramer looking out for you. >> thank you, sir, for helping us average joes. >> thank you for all you door to the small investors. >> thank you for sharing your knowledge with the every ma
you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the markets brightest mind at your disposal. so what are you waiting for?...
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Feb 8, 2013
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you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the market's brightest mind at your disposal. so what are you waiting for? e-mail or tweet your most pressing questions. stay tuned to see if they get answered on the air. [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ from td ameritrade. we replaced people with a machine.r, what? customers didn't like it. so why do banks do it? hello? hello?! if your bank doesn't let you talk to a real person 24/7, you need an ally. hello? ally bank. your money needs an ally. no they don't. hey s
you know, toy technology company. i don't need that. entertainment. there's so many good technology companies. you know what i would buy over that one? how about apple. down on its luck. and that, ladies and gentlemen, is the conclusion of the "lightning round." >>> the "lightning round" is sponsored by t.d. ameritrade. >>> coming up, with more than 30 years of experience, you've got the market's brightest mind at your disposal. so what are you waiting for?...
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we look at value tech, key technologies, popular technologies. even defense technologies. so while in the short-term i'm worried about the deficit, about the gridlock in congress, look at the medium and long-term i think the u.s. both on demographics and pro-tension growth of productivity given the investment in new technology and the product cycle is going to do better roughly speaking than europe and japan. wouldn't you agree on that and therefore our fiscal problem by the way is better demographics and better growth serious but manageab manageable. if you do 3% gdp fiscal adjustment we're going to stabilize the current ratio. we can do it, right? >> i think we could do it. but the problem is mr. roubini i cannot be satisfied with something like i'm the san francisco 49ers and i'm better than the bears and i'm better than green bay. all true. but you're not in first place. that's all that matters. period. we need to get back to what made us great with respect to business, innovation, entrepreneurialism, individualism, you know, angel financing all of those things we need
we look at value tech, key technologies, popular technologies. even defense technologies. so while in the short-term i'm worried about the deficit, about the gridlock in congress, look at the medium and long-term i think the u.s. both on demographics and pro-tension growth of productivity given the investment in new technology and the product cycle is going to do better roughly speaking than europe and japan. wouldn't you agree on that and therefore our fiscal problem by the way is better...
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. >> caller: jim, i have a question about cognizant technology. >> oh, i like that. and i like it a lot, but you know what? i saw an opportunity today, bill mcdermott's s.a.p. he's co-ceo, down from 83.60 to 80. pull the trigger, buy some s.a.p. let's go to bob in nebraska. bob? >> caller: jim, big red boo-yah to ya. >> nice. >> caller: i'm wondering about your position on lockheed martin. >> i like lockheed martin. i almost called him my friend, this show is not about friends, dave cote, my neighbor, did say earlier today the honeywell ceo would rather see automatic u.s. spending cuts than nothing that would hurt lockheed martin. i do like the stock. let's go to richard in iowa. richard? >> caller: yeah. >> go ahead, richard. >> caller: how are you doing today? >> couldn't be better. how about you? >> caller: oh, just fine. i'd like to know a little bit more about zoetis. we like pfizer, we like zoetis. by the way, let me throw in i like boise cascade, saw those guys this morning. hard-working people. let's go to gary in new york. gary? >> caller: what up, jim, send
. >> caller: jim, i have a question about cognizant technology. >> oh, i like that. and i like it a lot, but you know what? i saw an opportunity today, bill mcdermott's s.a.p. he's co-ceo, down from 83.60 to 80. pull the trigger, buy some s.a.p. let's go to bob in nebraska. bob? >> caller: jim, big red boo-yah to ya. >> nice. >> caller: i'm wondering about your position on lockheed martin. >> i like lockheed martin. i almost called him my friend, this show is...
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you don't have to bet with the fangs of technology. you shouldn't bet against them. there is a good chance that you might get bitten! >>> coming up, full power. eaton corporation is trading near 52-week highs after reporting quarterly results. cramer plugs you into the future of this industrial giant to find out if it is charging ahead or running low on juice. don't miss the exclusive with the ceo. >> allergan catapulted in 2013, botox smoothed out any wrinkles. could new application send shares higher? find out when cramer talks to the ceo, just ahead. coming up on "mad money" ♪ let's go. ♪ ♪ ♪ [ male announcer ] introducing the all-new cadillac xts... another big night on the town, eh? ...and the return of life lived large. ♪ why not talk to someone who owns an adjustable version of the most highly recommended bed in america? ask me about my tempur advanced ergo. goes up. goes up. ask me what it's like to get a massage anytime you want. goes down. goes down. [ male announcer ] tempur-pedic brand owners are more satisfied than owners of any traditional mat
you don't have to bet with the fangs of technology. you shouldn't bet against them. there is a good chance that you might get bitten! >>> coming up, full power. eaton corporation is trading near 52-week highs after reporting quarterly results. cramer plugs you into the future of this industrial giant to find out if it is charging ahead or running low on juice. don't miss the exclusive with the ceo. >> allergan catapulted in 2013, botox smoothed out any wrinkles. could new...
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Feb 7, 2013
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is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. [ woman ] don't forget the yard work! okay. [ male announcer ] with citibank's popmoney, dan can easily send money by email right from his citibank account. nice job ben. [ male announcer ] next up, the gutters. citibank popmoney. easier banking. standard at citibank. makes it easy for anne to manage her finances when she's on the go. even when she's not going anywhere. citibank for ipad. easier banking. standard at citibank. >>> welcome back. in a rare move today apple is responding to an investor with a beef, but it was no ordinary investor. it's davidinion of green light capital slamming apple's cash right here on cnbc this morning. our own scott wapner was hosting "squawk" this morning and did the interview and he's still here. scott, i don't know how you're still standing but thanks for sticking around for us. pretty extraordinary what happened, right? >> extraordinary, because a big story, maria. the day
is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. [ woman ] don't forget the yard work! okay. [ male announcer ] with citibank's popmoney, dan can easily send money by email right from his citibank account. nice job ben. [ male announcer ] next up, the gutters. citibank popmoney. easier banking. standard at citibank. makes it easy for anne to manage her finances when...
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Feb 1, 2013
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technology. so they want to connect with that fan on the mobile device. when you come in with your ticket, they know who you are. they can upsell and cross-sell you but also keep you loyal. it's your birthday, you get a free ice cream cone, your favorite player's kaepernick, you get a discount on the shirt. when you leave the game, somebody gives you a video message and says thanks for coming, jim. they've got the fan happy and loyal. what happens to san francisco? >> and they want them to win. don't forget. i'm an eagle season ticketholder. i get nothing. >> they have a visionary owner in jed york. he knows how to run an organization. so the team is going to be a best-run business all the way from scouting and player development to the fan experience. now let's go a step further. >> okay. >> you've got the nfl. the league is also running s.a.p. so we can do fantasy football and pick your favorite players and so forth. so this is an end-to-end sports and media solution using big data, best breakthrough in information technology in three decades. everythin
technology. so they want to connect with that fan on the mobile device. when you come in with your ticket, they know who you are. they can upsell and cross-sell you but also keep you loyal. it's your birthday, you get a free ice cream cone, your favorite player's kaepernick, you get a discount on the shirt. when you leave the game, somebody gives you a video message and says thanks for coming, jim. they've got the fan happy and loyal. what happens to san francisco? >> and they want them...
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man: the art challenges technology. technology inspires the art. second man: the best scientists and engineers are just as creative as the best storytellers. third man: we've got characters that we want to come alive. transforming the hand-drawn line into a new art form was no easy task. over the last 20 years, these artists face struggles and the risk of failure every step of the way. this marriage of art and science was the combined dream of 3 men, the creative scientist ed catmull, a visionary entrepreneur, steve jobs,
man: the art challenges technology. technology inspires the art. second man: the best scientists and engineers are just as creative as the best storytellers. third man: we've got characters that we want to come alive. transforming the hand-drawn line into a new art form was no easy task. over the last 20 years, these artists face struggles and the risk of failure every step of the way. this marriage of art and science was the combined dream of 3 men, the creative scientist ed catmull, a...
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since we're here on the west coast, we figured we had to technology technology. we're going to talk to an investor in siri intelligent and ask him if he thinks aapple has a cash problem. plus, a live report on the weather in the northeast as they phase for blizzard conditions. i'm glad we got cdw and cisco to design our data center. yeah, the cisco ucsc series server, with the intel xeon processors, help us scale smoothly, like a perfect golf swing. how was it before? clunky and full of unnecessary impediments. like charles' swing. i heard that. >>> welcome back to squawk this morning. hewlett packard reportedly placing limits on the employment of students and factory workers f cross china. is says the move reflects a significant shift in how electronics companies view problematic labor practices in china. apple, of course, has come under scrutiny for its practices there. let's get to joe back from pebble beach. joe. >> hey, andrew. you can't be on the coast, obviously, especially in this area without talking about innovation and advancements in technology. shawn
since we're here on the west coast, we figured we had to technology technology. we're going to talk to an investor in siri intelligent and ask him if he thinks aapple has a cash problem. plus, a live report on the weather in the northeast as they phase for blizzard conditions. i'm glad we got cdw and cisco to design our data center. yeah, the cisco ucsc series server, with the intel xeon processors, help us scale smoothly, like a perfect golf swing. how was it before? clunky and full of...
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>> we're a technology business. our job is to build technology. enables the merchant to do what they do best, fulfillment of the order. as long as we can bring on the new verticals we're talking about, grocer, liquor stores, also things that could be coming from a local deli, anything that we can get onto our website, ultimately their job is to get it to the consumer. >> if all those verticals, the grocers, the pet store, the florists, is one outpacing the others by a significant degree? in terms of long-term growth? >> sure. to date, it has been for the most part consumables or perishables. we've started to see nonperishable products, like from a local hardware store, being demanded on our site. >> we'll keep an eye on you guys. congratulations on one of the best domain names in the history of man. thank you for coming in. >>> evernote was founded in 2008 just before the crisis hit. now it's worth more than $1 billion. find out how this start-up survived and thrived during the recession and how it plans to stay successful. evernote's ceo will joi
>> we're a technology business. our job is to build technology. enables the merchant to do what they do best, fulfillment of the order. as long as we can bring on the new verticals we're talking about, grocer, liquor stores, also things that could be coming from a local deli, anything that we can get onto our website, ultimately their job is to get it to the consumer. >> if all those verticals, the grocers, the pet store, the florists, is one outpacing the others by a significant...
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built on the best technology to be invented or acquired. the business that this brilliant industrialist created, paid millions for acme packet. down on his financial luck, like acme dynamite. ellison is taking advantage of the pullback. oracle is paying 29.25 a share. the stock is down from 83, only down because of a few shortfalls, that don't matter at all, when it gives them a soup to nuts software it is brilliant. ellison is a buyer. this dell fellow. purchase the company for 35% of where the stock stood not long ago. it is down, 25, five years ago. michael del, taking advantage of the pullback. i heard michael del talk about how the company doesn't get credit for all the things he has. he has add customer software solutions, data skills, and the stock trades like, dude, you just bought a dell. they have an amazing business, schools, charities, these are different customers, then the ones not being catered to like it should. dell, the next generation, coming public. reconfiguring the entity of higher margin of proprietary business. dell
built on the best technology to be invented or acquired. the business that this brilliant industrialist created, paid millions for acme packet. down on his financial luck, like acme dynamite. ellison is taking advantage of the pullback. oracle is paying 29.25 a share. the stock is down from 83, only down because of a few shortfalls, that don't matter at all, when it gives them a soup to nuts software it is brilliant. ellison is a buyer. this dell fellow. purchase the company for 35% of where...
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so many other huge technology companies are there. we'll have it all for you next tuesday. let's hit the biggest "pops & drops" today in midday trading. activision getting a pop. >> they beat in a big way on top line and bottom line. and then they've got a couple of upgrades, stern agee. this is a big one. >> aol? >> a rough couple of months. but something interesting is going on with aol. they come out, they have a 57% increase in earnings. you've got 13% short interest. but the thing that everyone laughs at them about are their dial-up subs. that business has stopped shrinking and accounts for all of the profit at company. now they're selling additional services. stock looks interesting. >> dollar tree? >> yeah. the dollar stores have really gotten crushed particularly by walmart. probably a bit oversold here. looking like some better numbers. i heard some chatter that steve weiss bought a whole bunch of tube socks. should help the top line. >> phillips? >> my guess is it keeps going. but there are cheaper plays. >> a drop for entergy. the company now says it in fact drop
so many other huge technology companies are there. we'll have it all for you next tuesday. let's hit the biggest "pops & drops" today in midday trading. activision getting a pop. >> they beat in a big way on top line and bottom line. and then they've got a couple of upgrades, stern agee. this is a big one. >> aol? >> a rough couple of months. but something interesting is going on with aol. they come out, they have a 57% increase in earnings. you've got 13% short...
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technology is leading the way. goldman put out a note suggesting in terms of growth and value technology was the way to go for february. >> year to date 16% down on apple still the worst performer year to date on the s&p. >> and the worst january since 2008. >> yeah. see you later on. see you in a few minutes. david have a great weekend and enjoy the game. >> thank you. you too. >> here's what you missed earlier on if you're just joining us this morning. >>> welcome to hour three of "squawk on the street." here's what's happening so far. >> the demographics are clear between 2000 and 2010, so history, the age group of 55 to 64 grew by 75%. >> wow. >> that's the group that's going to move into the entitlement arena. >> january, nonfarm payrolls increased by 157,000 jobs. 7.9% is the unemployment rate. >> the economy looks a lot better after the fact with these revisions and it tells me two things. number one, this momentum is going to carry into the new year because with better data we know the economy is a lot heal
technology is leading the way. goldman put out a note suggesting in terms of growth and value technology was the way to go for february. >> year to date 16% down on apple still the worst performer year to date on the s&p. >> and the worst january since 2008. >> yeah. see you later on. see you in a few minutes. david have a great weekend and enjoy the game. >> thank you. you too. >> here's what you missed earlier on if you're just joining us this morning....
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calvin klein underwear. 360 seamless technology. we all work remotely so this is a big deal, our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here. since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. ♪ [ indistinct shouting ] [ male announcer ] time and sales data. split-second stats. [ indistinct shouting ] ♪ it's so close to the options floor... [ indistinct shouting, bell dinging ] ...you'll bust your brain box. ♪ all on thinkorswim from td ameritrade. ♪ >>> welcome back. some of the world's top brands she would out $4 mlt for a 30-second spot in the super bowl last night. who is watching the ads, who is replaying the ads?
calvin klein underwear. 360 seamless technology. we all work remotely so this is a big deal, our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here. since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my...
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technology, it follows the theme all throughout 2013 so far, technology is slightly lower. although we do have apple trading higher today. the fact that apple of late seems to be bucking the trend of the markets. whenever that trend happens to be. today is a downtrend, apple trading higher. certainly for the year, it has been that the markets rallied without apple. in spite of apple we should note. it is still the second largest company by market capitalization on the s&p. >> they're very close, exxon and apple. and we have to mention facebook. i mention facebook because the shares are down over 3%. adding to losses that have started to add up percentagewise for this company, after reported what were not great earnings. at least when you look at mobile and the growth there. again, that according to some who follow the company closely, who were not as perhaps enthused as they otherwise might have been. >> within the realm of this sort of large cap, technology leaders, google getting a downgrade today. google trading down by about a percent. the price target still at $7.90. t
technology, it follows the theme all throughout 2013 so far, technology is slightly lower. although we do have apple trading higher today. the fact that apple of late seems to be bucking the trend of the markets. whenever that trend happens to be. today is a downtrend, apple trading higher. certainly for the year, it has been that the markets rallied without apple. in spite of apple we should note. it is still the second largest company by market capitalization on the s&p. >> they're...
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yes, $10 billion technology deal. $12 billion. beyond that, it becomes more difficult until it's a different situation. >> there are so many tech companies selling at 8, 9, 10. i'm not talking about microsoft and intel. >> the smaller ones. >> the smaller ones that, they've given up for dead. >> if i were a bond holder of any of these companies, i would be scared to death. if i were to believe lbos is coming back, i wouldn't wanted to be in there as a bond holder. >> what do they make of these bonds anyway? >> there's a lot of money that has to be in bonds, and they're trying to pick up 30 basis points, 50 basis points. it's stupid as all getout to stay in a tech bond after this, i've got to tell you. >> a buyout at $24 billion, 12-month trailing. is that a bargain? did these guys get a bar gain? 5.1. >> it depends. the key here will be how fast will the decline continue to be in the overall pc business, and how can they weather that. what does that number look like that next year and the year after? >> the server business is crow
yes, $10 billion technology deal. $12 billion. beyond that, it becomes more difficult until it's a different situation. >> there are so many tech companies selling at 8, 9, 10. i'm not talking about microsoft and intel. >> the smaller ones. >> the smaller ones that, they've given up for dead. >> if i were a bond holder of any of these companies, i would be scared to death. if i were to believe lbos is coming back, i wouldn't wanted to be in there as a bond holder....
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counterfeit our goods, they pirate our intellectual property, they steal stuff, they love to take our technology. why should this be any different? they're kind of rogues out there. they're rogues, at least in leadership, the upper echelons of the party. they're a bunch of rogues. >> well, i could think of many other examples of rogues around the world that are much more serious in terms of various threats to the u.s., but in terms of, you know, where we should see this threat, i would say that in the whole scheme of things -- because hacking can be categorized in three major areas. you have the ones where they're stealing information like in this case. and mostly the chinese are engaging in this kind of hacking. then you also have the hacking that is very much terrorist oriented and you have very isolated instances of people trying to do this to prove themselves to, try to get into like a gang and this way they can get hired to do more serious things. but this is not necessarily sponsored. >> like a russian mafioso. >> it could be. and the final groups would be the ones trying to attack our inf
counterfeit our goods, they pirate our intellectual property, they steal stuff, they love to take our technology. why should this be any different? they're kind of rogues out there. they're rogues, at least in leadership, the upper echelons of the party. they're a bunch of rogues. >> well, i could think of many other examples of rogues around the world that are much more serious in terms of various threats to the u.s., but in terms of, you know, where we should see this threat, i would...
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and jpmorgan believes the r a& technology has been checked and all we will address coming shortly. two days ago we found out that a group of bondholders are alleging jcpenney has violated some bond covenants. we'll address that as well. the big issue is growth. is 2013 the year we're going to see this turn around? carl, stay tuned. >> there's so much to ask, you will have to talk really quickly. courtney in texas. >>> we have a double dose of exclusive interviews, ron johnson from jcpenney and jeffrey buwkes and the future of cable. first, rick santelli talks defense spending. good morning, rick. >> good morning, carl. hour guest is columnist and competitive enterprise institute fellow bill freso. we will talk about defense spending and the sequester and may even reminisce about eisenhower's speech. why wouldn't you want to miss that? tune in 10 minutes. how do traders using technical analysis streamline their process? at fidelity, we do it by merging two tools into one. combining your customized charts with leading-edge analysis tools from recognia so you can quickly spot key tren
and jpmorgan believes the r a& technology has been checked and all we will address coming shortly. two days ago we found out that a group of bondholders are alleging jcpenney has violated some bond covenants. we'll address that as well. the big issue is growth. is 2013 the year we're going to see this turn around? carl, stay tuned. >> there's so much to ask, you will have to talk really quickly. courtney in texas. >>> we have a double dose of exclusive interviews, ron johnson...
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linear technology. 1.3 billion. about 67.5% of total assets. analog devices. notice the trend? semi conductor and tech companies? 3.9 billion equalling just under 70%. verisign 1.6 billion in cash. dwarfed by apple but 74% of their asset base and shockingly, surprisingly, the big winner, priceline. 4.7 billion in cash and short term investments. 75.1% of the total assets. almost in a way, mandy, if you buy stock -- and i'm not advocating buying priceline. that's not my job. >> you are getting it cheap. >> three fourths of the stock price is effectively cash o or short term invef vestments. >> are these the real cash cows? are they plugging up the s&p is the question, right? joining us is eric marshall from hodges capital management. eric, great to have you with us today. you snow, we have made a lot here at cnbc that so many companies have been hoarding their cash. if they are reluctant to get off the big cash pile, do we need to see activism or maybe even lawsuits, like what is launched today by david einhorn, to coerce them? >> possibly. at the hodges funds we have spent the
linear technology. 1.3 billion. about 67.5% of total assets. analog devices. notice the trend? semi conductor and tech companies? 3.9 billion equalling just under 70%. verisign 1.6 billion in cash. dwarfed by apple but 74% of their asset base and shockingly, surprisingly, the big winner, priceline. 4.7 billion in cash and short term investments. 75.1% of the total assets. almost in a way, mandy, if you buy stock -- and i'm not advocating buying priceline. that's not my job. >> you are...
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Feb 8, 2013
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is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. all your important legal matters in just minutes. protect your family... and launch your dreams. at legalzoom.com we put the law on your side. >>> coming up on closing bell, the nation's largest pension fund is backing apple in its fight with activist investor david einhorn. senior portfolio manager calpers joins us. >>> why should you care we are about to center the year of the snake? some blananks are claiming this bad news for stocks. >>> are utility companies fully prepared to restore power this weekend? we will talk to pnge coming up. mandy, see you then. >> and here on the mother ship as well. we need sunshine today, don't we? how about fleet corps? fourth quarter earnings jumping 59%. as fuel cards company report tag double-digit revenue gains in north america and abroad. the company offered upbeat guidance for the full year. if you want it, pretty much gave you the full gamut there. as a result, the sto
is moving backward. [ engine turns over, tires squeal ] and you'll find advanced safety technology like an available heads-up display on the 2013 lexus gs. there's no going back. all your important legal matters in just minutes. protect your family... and launch your dreams. at legalzoom.com we put the law on your side. >>> coming up on closing bell, the nation's largest pension fund is backing apple in its fight with activist investor david einhorn. senior portfolio manager calpers...
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Feb 7, 2013
02/13
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>> some of the technology names, some of the finance. stay away from the retail parts, talking about housing and the home depots, the lowe's, those type of things, and stip with things that seem to be working. >> for people wondering s this finally going to be it? is this finally going to be the pull back, however sharp it is or not? what do you think? >> to these guys' point, everyone is talking about a rr
>> some of the technology names, some of the finance. stay away from the retail parts, talking about housing and the home depots, the lowe's, those type of things, and stip with things that seem to be working. >> for people wondering s this finally going to be it? is this finally going to be the pull back, however sharp it is or not? what do you think? >> to these guys' point, everyone is talking about a rr
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Feb 1, 2013
02/13
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and you also have a jobless recovery because technology is replacing a lot of the jobs that existed. >> back in the late 70s, oil suddenly went from, you know, $10 a barrel to $50 a barrel. how are you ever going to come back when that happened? >> every little thing, 80% of the business of the fortune 100 companies is outside of america. so they are hiring. they're hiring in china, they're hiring in india, they're hiring in brazil. >> and we were told that yesterday. >> no, no, no. because that's where the business is going. >> the gdp, we're not stuck. there is a new normal. >> mohammed said the new normal is only three or four years. >> exactly. but when the world becomes a marketplace for us to sell our goods into -- >> i'll tell you, you're getting big employment growth in the tech sector. there are millions of jobs unfulfilled in the tech sector, especially in the engineering category. people are having great difficulty. if you talk to most tech ceos, they're having great difficulty filling employment in those jobs. >> right. >> all right. joining us from the futures pit, allen
and you also have a jobless recovery because technology is replacing a lot of the jobs that existed. >> back in the late 70s, oil suddenly went from, you know, $10 a barrel to $50 a barrel. how are you ever going to come back when that happened? >> every little thing, 80% of the business of the fortune 100 companies is outside of america. so they are hiring. they're hiring in china, they're hiring in india, they're hiring in brazil. >> and we were told that yesterday. >>...